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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Ability to manage API developer logs.

    Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Form: sent a unique link to the email

    Once a recipient fills in their email, a unique link is sent to their email to fill out the form. They should not be able to fill in the form before the link is emailed to them. Essentially "Review Document" option should not be there.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. Integration: appfolio property management software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Interchange between native PandaDoc redlining and Word redlining

    Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Dashboard auto refresh

    Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. Support for national eID schemes

    Enable signing with MitID, Bank ID, or Swiss ID. These are all examples of national eID or digital identity solutions widely used in Nordic countries.

    25 votes

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    2 comments  ·  Esign & Notary  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. Automatically upload documents from a file storage solution to PandaDoc for processing

    Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs

    Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. Ability to reflect the company name to the document list in the Document tab instead of the recipient.

    Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Send via SMS: show phone number in audit trail

    When sending the document via SMS the number should appear at least on the audit trail

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)

    Limit products shown depending on another variable

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. [API][Webhook] Pass the ID of the template role in the document requests

    It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Third Party Contract Management

    We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. AI Contract Review Capabilities

    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Do not allow to open documents from the Slack notification

    Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Choose which workspaces send notifications to Slack

    Select which of the workspaces send notifications to Slack

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Add Catalan language

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  19. Preview document without variables

    Ability to have a blank version of the document, like a "preview " as if the variables were not filled.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Deactivate team member invitations that have been sent out by users who have been removed from the workspace

    Right now, a user can send an invitation -> be removed from the workspace -> the invitation can still be accepted. This request is to have a functionality that would deactivate that invitation when the user who sent it has been removed from the workspace.

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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